Jamie George
I’m Jamie George, Client Service Specialist at Stratos Private Wealth, San Diego.
858.926.5149
Experience
My career in financial services began as a Client Associate with Wells Fargo Advisors, where I developed a strong foundation in client communication, organization, and service. Those experiences reinforced my passion for building genuine relationships and helping create a positive experience for every client.
Originally from Seattle, I've embraced every opportunity to grow through new experiences, from living in San Diego to now calling North Carolina home. I enjoy connecting with people on a personal level and believe taking the time to truly understand someone's needs is what makes exceptional client service possible.
Personal Interests
When I'm not working, you'll find me embracing my motherhood journey alongside my husband as we navigate being new parents to our baby boy!
I'm always looking for opportunities to try something new, whether that's volunteering, attending concerts, meeting with my book club, or exploring local restaurants with friends. If you're ever looking for a great book recommendation or a new place to eat, I'm always happy to share a few favorites.
Specialties
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Client Relationship Management
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Advisor Support
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Account administration and Support
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Operations and Process Improvement
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Client Communication and Onboarding Support
- Problem Solving
- Offboarding and transitional assistance
Resources from Janeen
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